Results-driven finance student with a 4.0 GPA, strong analytical skills, and experience in financial modeling, equity research, and corporate finance. Proven ability in customer acquisition, business strategy, and digital marketing as a partner at ILE Sprachreisen. Top 5 state finalist in the CFA Research Challenge, showcasing valuation and market analysis expertise. Multilingual (English, German, Italian, Spanish) with a global perspective on finance and business. Eager to apply financial expertise and strategic insight in high-impact roles within finance and investment.
• Assisted with bookkeeping and financial record management, ensuring accuracy in client accounts.
• Supported tax preparation and filings, helping clients meet regulatory requirements.
• Conducted financial analysis and reporting, preparing statements for internal and client use.
• Managed client accounts and correspondence, ensuring efficient financial operations.
• Assisted in administrative and fiduciary services, contributing to financial planning and compliance efforts.
Professor Dr. Hong, Worked for almost 7 years as a Private Bank Senior Portfolio Manager at Bank of America, derek_hong@pba.edu